Field service dispatch

Plumbing callouts, HVAC repairs, or a day of inspections. Manage your own visits or dispatch work across several teams.

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Getting jobs into RouteIQ Dispatch Software

Add a callout yourself, import a CSV of scheduled visits, or send jobs from another system through the API. Customers can also request service through your branded Customer App, using a website link or QR code.

  • Manual entry
  • CSV import
  • API
  • Customer App
RouteIQ Dispatch Software Dashboard showing incoming field-service jobs ready for review and assignment. Example data.
Incoming field-service jobs · Example data

Services and worker requirements

Define your service types and visit durations, then label workers by capability and add the requirements to each job.

Service typeHVAC repair service settings with a default visit duration of 45 minutes. Worker requirementHVAC technician capability configured for workers and jobs. Your team maintains these labels.
Example settings
Service types Worker requirements

Assign the work

Add the fault, address, access notes, equipment needs, and visit window. Assign the visit to yourself or a technician.

For a batch of inspections, distribute the visits across a team. Send a whole crew when the job needs everyone.

Dispatch guide
RouteIQ Dispatch Software dispatch form with three visits selected for distribution across Central Inspections, using one member for each job.
Example assignments

Nearby work

A new repair request comes in while you’re already out. Select yourself or another worker to compare nearby jobs, estimated extra driving, and time left in each visit window. Preview a suggestion before assigning it.

Real RouteIQ Dispatch Software suggestions for an individual worker, Jordan, with an equipment check, AC repair, and leak repair, plus driving and visit-window estimates.
Nearby callouts for Jordan · Example data

Jobs needing attention

A repair runs over, or a job is still unassigned as its deadline approaches. Open the warning to review the visit, check availability, and reassign it if needed.

Real Dashboard warnings for an unassigned repair nearing its deadline, a late follow-up visit, another approaching deadline, and an offline team.
Deadline and availability warnings · Example dataScroll to see all warnings.

Visit updates and records

Share the job’s tracking link so the customer can check the visit’s status and latest arrival estimate.

Record the fault and work performed in a custom form in the Driver App. Require photos or a signature where needed. The completed report stays with the job for you or the office to review.

Setup guide
Reported issue
Unit not cooling
Access
Rear entrance · Contact on arrival
Findings
Technician’s configured report form
Completion
Work photos + customer acknowledgment
Visit report · Example fields

Questions

How do I use RouteIQ Dispatch Software on my own?

Add yourself as a worker, plan visits in the Dashboard, and use the Driver App for directions, job details, and visit records. You don’t need to create a team.

How do I turn on suggestions and alerts?

Enable Dispatch insights in Site Settings. Nearby suggestions use worker locations and visit windows. Check job requirements before assigning the work.

Does a requested time confirm the appointment?

No. Customers sign in to request a visit. Check the details and technician availability before confirming it.

Can customers book a single-address visit online?

The current Customer App form asks for pickup and destination locations. Create single-address service visits in the Dashboard.

Can I use my own branding?

Yes. Use the branded Customer App on web or mobile. Add its link or invitation banner to your website. White-labeling is also available. Ask about white-labeling

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